“You are never too old to set another goal or to dream a new dream.” — C.S. Lewis

There’s nothing quite like a new year to fill us with hope that we can become better than we were the year before. The article about making and keeping resolutions may help you improve your chances for succeeding.

It probably is not at the top of your list of fun things to do, but updating your estate plan may be one of the most important things you can do for your loved ones. We believe the article below will give you some ideas on how to address these critical (though emotional) topics.

If you have thought about making your home “smarter,” you will want to read this summary of some of the new tech, including virtual voice assistants, thermostats, and lighting and whether they make practical and economic sense to buy.

Sometimes, what we DO NOT do is as important as what we DO. Let’s resolve to never make these seven investing mistakes, especially when markets are volatile.

Lastly, for those of you who have attended our Keys to Exceptional Retirement Classin the past, if you want to help a friend or family member who you believe will also benefit from the class, please send them this post and/or the links below for more information regarding class contents and how to sign up. The upcoming dates for this 2-day course are: Class 1: January 24 & January 31 and Class 2: January 29 and February 5 at The Citadel.

This year, resolve to either update your estate plan or get your plan started. This article provides guidance on issues like how to talk to your children, whether you need a trust, avoiding probate, and how to pass on IRAs the right way.

No one is immune from making investing mistakes. It is not so much what you know, but what you do (or don’t do). Your chances of reaching your goals are higher if you can avoid making these common mistakes.

For those looking for a stress free retirement, please join us at our upcoming 2-day course at The Citadel. The class dates are Class 1: January 24 and January 31 and Class 2: January 29 and February 5.